Your Trusts

On our Fees Schedule is a list of other Compliance Services we offer. Included is a Registered Office Service and attending to your Annual Review with the ASIC. This is used by Australian and also International Clients. Email us or call us for any Compliance Services required and we will contact you with any further information we may require to carry out these services for you

Tax File Number and ABN  We can apply for you. To apply, we would need the TFN for each director. Please email the details to us.

Trusts

Discretionany Trusts are among the most popular types of trusts  in Australia. They are used to operate small businesses where owners do not have a commonality of interests, and to hold investments such as real property and shares.  To order, (click here) to complete the form and email it to us, or (click here) to print it out to complete then email to us.

Unit Trusts are also popular in Australia and are more applicable for owners holding a fixed number of units each and would receive profits or dividends in proportion to the units held. These trusts are used for the same purposes as Discretionary Trusts and also to own shares in an investment company.   To order,  (click here) to complete the form and email it to us, or (click here) to print it out to complete then email to us.

Bare Trust/ Custodian Trust   See below under Self Managed Super Funds.

Amended Trust Deed  You may need to amend, update or make changes such as changing the Trustee for your Trust Deed. Call David to discuss as necessary.  You can also email us with the basic details of what amendments or alterations are required. We will contact you to discuss and advise you what information and documents we require to carry out the work, and our fee for completion.